Defined contribution
Regional contacts
For more than 20 years, Franklin Templeton has been committed to serving the DC market. Our dedicated team provides plan-related insights and resources so you can make decisions that help participants achieve retirement success.
Northeast region
Michael F. Andrulis
Sr. Retirement Plan Director
(202) 604-3364
[email protected]
Max Marsden
Sr. Retirement Plan Consultant
(617) 433-2577
[email protected]
Mid atlantic region
Nancy Gerstner
Sr. Retirement Plan Director
(718) 541-9996
[email protected]
Dean Tobin
Sr. Retirement Plan Consultant
(617) 760-0956
[email protected]
Southeast region
Mark Conroy
Sr. Retirement Plan Director
(980) 428-1447
[email protected]
Daniel Miles
Sr. Retirement Plan Consultant
(727) 299-3032
[email protected]
Midwest region
Daniel Florina
Sr. Retirement Plan Director
(224) 374-8419
[email protected]
Haley Connaughton
Sr. Retirement Plan Consultant
(978) 974–3188
[email protected]
Central region
Andrew Brosco
Sr. Retirement Plan Director
(512) 839-3279
[email protected]
Haley Connaughton
Sr. Retirement Plan Consultant
(978) 974–3188
[email protected]
Northwest and North Cal region
Tina White, CRPC, C(k)P, AIF, CHSA
Sr. Retirement Plan Director
(916) 281-5005
[email protected]
Annie Tomosivitch
Sr. Retirement Plan Consultant
(617) 760-0025
[email protected]
Southwest and South Cal region
Jessica Wilson
Sr. Retirement Plan Director
(720) 763-4534
[email protected]
Andrew Guillocheau
Sr. Retirement Plan Consultant
(617) 760-3247
[email protected]
Business development directors
Shane Conceicao
(Mid Atlantic)
(443) 791-3335
[email protected]
Venia Balitsky
(NW)
(916) 463-4028
[email protected]
Jeremy Watts
(Midwest)
(317) 316-2439
[email protected]
Angela T. DeRubertis
(SW)
(617) 543-9522
[email protected]
Mike Schill
(SE)
(813) 334-3321
[email protected]